SWS
SYSTM Wealth Solutions’s Harley-Davidson HOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-29,803
| Closed | -$1.3M | – | 802 |
|
|
2024
Q1 | $1.3M | Sell |
29,803
-843
| -3% | -$36.9K | 0.16% | 165 |
|
|
2023
Q4 | $1.13M | Buy |
30,646
+968
| +3% | +$35.7K | 0.16% | 179 |
|
|
2023
Q3 | $981K | Sell |
29,678
-2,237
| -7% | -$74K | 0.15% | 182 |
|
|
2023
Q2 | $1.12M | Sell |
31,915
-617
| -2% | -$21.7K | 0.15% | 185 |
|
|
2023
Q1 | $1.24M | Buy |
32,532
+6,948
| +27% | +$264K | 0.19% | 147 |
|
|
2022
Q4 | $1.06M | Buy |
+25,584
| New | +$1.06M | 0.13% | 195 |
|